Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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Australia's land obsession - Reiterate postive view on discretionary retailers
Australians' long held fascination with land is part of the national psyche. In a speech delivered overnight, RBA Deputy Governor Philip Lowe...
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A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
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Seven West Media (SWM AU): 22nd Dec Vote On Southern Cross (SXL AU)'s Offer
Two illiquid companies merging via scrip terms - not something I'd be actively get involved in. SWM is trading through terms. IF this is your...
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ASX Short Interest Weekly (Oct 10th): Woolworths, ANZ, Qbe Insurance, Qantas Airways
We analyzed ASX short interest report for the past week and highlight short interest changes in Woolworths, ANZ, Qbe Insurance, Qantas Airways,...
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